Elkhart Clinic, LLC Employees' Profit Sharing Plan — Form 5500 plan (Elkhart Clinic, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Elkhart Clinic, LLC Employees' Profit Sharing Plan is a benefit plan reported by Elkhart Clinic, LLC under EIN 35-1911857 and plan number 002. The latest loaded filing year is 2023. The filing reports 440 participants and $60,435,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elkhart Clinic, LLC
EIN
35-1911857
Plan number
002
Plan type
2
Location
Elkhart, IN
Latest filing year
2023
Participants
440
End-of-year plan assets
$60,435,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023440H, C20241014152732NAL0054191378001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,435,287
Total liabilities (EOY)
$0
Net assets (EOY)
$60,435,287
Net assets (BOY)
$57,649,290

Income & contributions

Employer contributions
$1,328,875
Participant contributions
$1,588,618
Total contributions
$3,049,606
Total income / additions
$11,239,704

Expenses & distributions

Benefits paid
$8,385,669
Administrative expenses
$63,317
Total expenses
$8,453,707
Net increase / (decrease)
$2,785,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$63,006$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages